High Net Worth Relationship Manager

3 days ago

Amrāvati, Maharashtra, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,00,000
Affluent Wealth Relationship Manager Role Overview

As a key member of our Private Banking team, the Affluent Wealth Relationship Manager plays a crucial role in building and maintaining strong relationships with high net worth individuals.

Key Responsibilities:
  • Meet and exceed sales targets for HNI/TPP and banking products by identifying opportunities and providing tailored solutions to clients
  • Develop and execute strategies to penetrate new clients and expand existing relationships through effective communication and relationship-building skills
  • Provide exceptional customer service and ensure client satisfaction by being responsive to their needs and resolving any issues promptly
  • Collaborate with cross-functional teams to deliver business objectives by sharing knowledge and expertise
Required Skills and Qualifications:
  • Minimum 2 years of experience in wealth management or a related field
  • Strong understanding of financial markets and economic trends to provide informed advice to clients
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues
  • Ability to manage complex client requirements by being proactive and solution-focused
Preferred Qualifications:
  • Experience in current account acquisition and product/process knowledge to provide comprehensive solutions to clients
  • CA, Trade & Forex, CMS, and Asset products expertise to provide specialized advice to clients
  • AMFI, NCFM, CAIIB, IRDA, Sales and Influencing Skills certifications to demonstrate professional competence

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